Author: Rajpal Tomar

Learn how to create Apollo.io contacts automatically from Instamojo payments using Pabbly Connect in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create Apollo.io contacts from Instamojo payments, we first need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by typing Pabbly.com/c/connect in your browser. This powerful automation tool allows you to integrate various applications without any coding skills.

After reaching the Pabbly Connect website, sign in using your credentials. If you are a new user, you can sign up for free and receive 100 tasks monthly. Once logged in, you will see your dashboard where you can create workflows. Click on the Pabbly Connect option to proceed.

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2. Creating a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is essential for linking Instamojo and Apollo.io. Click on the ‘Create Workflow’ button to start. You will need to name your workflow, for instance, ‘Create Apollo.io Contact on Instamojo Payment’. Select a folder to save this workflow, such as ‘All Automations’.

• Name your workflow appropriately.
• Select an existing folder or create a new one.
• Click on ‘Create’ to finalize your workflow.

Once created, you will see two boxes labeled ‘Trigger’ and ‘Action’. Here, you will set Instamojo as the trigger application and Apollo.io as the action application. The trigger event will be a successful payment in Instamojo, which will initiate the workflow.

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3. Setting Up Instamojo as the Trigger Application

In this step, we will configure Instamojo as the trigger application in Pabbly Connect. Select ‘Instamojo V2’ as your trigger application and choose ‘Successful Payment’ as the trigger event. This setup ensures that every time a payment is made through Instamojo, it will trigger the workflow to create a contact in Apollo.io.

Next, you need to connect Instamojo to Pabbly Connect using a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL provided by Pabbly Connect and navigate to your Instamojo account. In your Instamojo dashboard, go to the ‘Smart Pages’ section.

• Click on the three dots next to your product and select ‘Edit Page’.
• Go to ‘Page Settings’ and then ‘Webhook’.
• Paste the copied webhook URL and save the settings.

After saving, return to Pabbly Connect and wait for a webhook response. This step is crucial to ensure that the connection between Instamojo and Pabbly Connect is successful.

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4. Testing the Webhook Connection

Testing the webhook connection is vital to ensure that Pabbly Connect receives data from Instamojo correctly. To do this, make a test payment through your Instamojo account. Click on the three dots next to your product and select ‘View Page’. Proceed to make a payment using dummy details.

Once the payment is completed, go back to Pabbly Connect. You should see a successful webhook response indicating that the payment details have been captured. This confirms that your integration is working correctly.

Now that we have confirmed the webhook connection, we can proceed to set up Apollo.io as the action application. This will allow us to create a contact automatically whenever a new payment is made in Instamojo.

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5. Configuring Apollo.io as the Action Application

To finalize the integration, we need to configure Apollo.io as the action application in Pabbly Connect. Select Apollo.io and choose ‘Create Contact’ as your action event. Connect your Apollo.io account using the API key, which you can generate from your Apollo.io dashboard.

Once connected, you will need to map the data from the Instamojo payment to the fields in Apollo.io. This involves using the response data from the webhook to fill out the contact details such as first name, last name, email, and phone number. Mapping ensures that every new payment creates a corresponding contact in Apollo.io.

Use the response data to fill in the contact fields. Ensure to map first name and last name separately. Click on ‘Save and Send Test Request’ to finalize the setup.

After saving, check your Apollo.io account to verify that the contact has been created successfully. This confirms that the automation between Instamojo and Apollo.io via Pabbly Connect is functioning as intended.

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Conclusion

In this tutorial, we demonstrated how to create Apollo.io contacts automatically from Instamojo payments using Pabbly Connect. By following these steps, you can automate your workflow and save time on manual data entry. This integration allows for seamless management of contacts, enhancing your online business operations.

Learn how to automate WhatsApp messages for Elementor form submissions using Pabbly Connect. Step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To automate WhatsApp messages for Elementor form submissions, you first need to access Pabbly Connect. Visit the Pabbly website and sign in or create a free account. Once logged in, you can utilize the features of Pabbly Connect to facilitate the integration process.

After accessing Pabbly Connect, you will find the dashboard where you can create workflows. This platform allows you to connect multiple applications seamlessly without any coding skills, making it user-friendly for everyone.

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2. Creating a New Workflow in Pabbly Connect

To set up the integration, you must create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send and Get WhatsApp Messages on Elementor Form Submission’. Choose an appropriate folder for organization.

• Click on ‘Create’ to start the workflow.
• Select the trigger application as Elementor.
• Choose the trigger event as ‘New Form Submission’.

Once the trigger is set, Pabbly Connect will listen for form submissions to initiate the workflow. This setup ensures that every time a lead submits their details, the automation will be triggered.

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3. Connecting Elementor with Pabbly Connect

The next step involves connecting Elementor to Pabbly Connect. You will receive a webhook URL that needs to be integrated into your Elementor form. Go to your Elementor form settings and find the ‘Actions After Submit’ section.

• Add a new action and select ‘Webhook’.
• Paste the copied webhook URL into the designated field.
• Save and publish your Elementor form.

This connection allows Pabbly Connect to capture the form submission data, which can then be used to send WhatsApp messages automatically.

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4. Integrating WhatsApp Cloud API with Pabbly Connect

After connecting Elementor, you need to set up the WhatsApp Cloud API in Pabbly Connect. Select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’. This setup will enable you to send customized messages to leads via WhatsApp.

Enter your WhatsApp Cloud API credentials, including the access token and phone number ID. Select the message template you want to use for notifications. Map the recipient’s phone number from the form submission data.

With this integration, Pabbly Connect will send personalized WhatsApp messages to leads immediately after they submit the form, ensuring timely communication and engagement.

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5. Finalizing the Automation Process

Finally, you can finalize the automation by testing the entire workflow. Submit a test form in Elementor to confirm that the data is captured correctly by Pabbly Connect and that the WhatsApp message is sent successfully. Check your WhatsApp for the received message.

If everything is set up correctly, you will receive a WhatsApp notification with the details of the lead. This automation streamlines your communication process and enhances your lead management efforts.

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Conclusion

By using Pabbly Connect, you can easily integrate WhatsApp Cloud API with Elementor to automate message sending for form submissions. This setup enhances communication efficiency and leads management for your business.

Learn how to create a Zendesk user automatically with Paperform submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Zendesk user on Paperform submission, we will use Pabbly Connect as the integration platform. Start by opening your web browser and navigating to the Pabbly Connect website.

If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This process is quick and allows you to access 100 free tasks every month. Existing users should click on ‘Sign In’ to access their dashboard.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Zendesk User on Paperform Submission’. Select the folder where you want to save this workflow.

• Click on the ‘Create’ button to proceed.
• You will see two main boxes: Trigger and Action.
• Set up your trigger first, which will be Paperform.

In this step, you will select the trigger event as ‘New Form Submission’. This event will activate the workflow whenever a new submission is made through your Paperform.

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3. Connecting Paperform to Pabbly Connect

To connect Paperform with Pabbly Connect, you need to obtain the webhook URL provided by Pabbly Connect. This URL acts as a bridge between the two applications.

Copy the webhook URL and head to your Paperform account. Edit the form you want to connect, navigate to the ‘After Submission’ settings, and select ‘Integrations’ followed by ‘Webhooks’.

• Click on ‘Add Webhook’.
• Paste the copied webhook URL into the designated field.
• Select ‘New Submission’ as the trigger and click ‘Create’.

This setup ensures that every new form submission in Paperform triggers a response back to Pabbly Connect, allowing for seamless integration with Zendesk.

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4. Setting Up Zendesk as an Action in Pabbly Connect

After establishing the connection with Paperform, the next step is to set up Zendesk as the action application in Pabbly Connect. Search for Zendesk in the action application options and select it.

Choose the action event as ‘Create User’. You will need to connect your Zendesk account by entering your Zendesk username, API token, and subdomain.

Your Zendesk username should be formatted as ‘username/token’. To find your subdomain, check the URL of your Zendesk account. Generate an API token in Zendesk settings under the API section.

Once you have entered all necessary details, click ‘Save’ to establish the connection between Pabbly Connect and Zendesk.

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5. Mapping Data for User Creation in Zendesk

With the connection established, you can now map the data from the Paperform submission to create a new user in Zendesk using Pabbly Connect. Use the data received from the previous Paperform step to fill in the necessary fields for the new user.

Map the first name, last name, email, and phone number from the Paperform submission response. This ensures that every new user created in Zendesk will have the correct information from the form submission.

Select the role for the new user, typically ‘End User’. Choose the organization if applicable. Click on ‘Save and Send Test’ to verify the setup.

After testing, you should see a positive response indicating that a new user has been successfully created in Zendesk. This automation streamlines your customer support process by ensuring that every new Paperform submission results in a new Zendesk user without manual effort.

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Conclusion

In this tutorial, we demonstrated how to create a Zendesk user automatically on Paperform submission using Pabbly Connect. By following these steps, you can enhance your customer support process efficiently and effectively.

Learn how to automate the process of adding IndiaMART leads to Google Sheets for your trading business using Pabbly Connect. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for IndiaMART Leads

Pabbly Connect is an excellent automation tool that helps streamline the process of managing inquiries from IndiaMART. By using Pabbly Connect, you can automate the addition of leads to Google Sheets for your trading business. This integration saves time and ensures that you never miss a lead.

With this automation, every new inquiry received through your IndiaMART account will be instantly added to Google Sheets. This means you can focus on managing and responding to leads rather than manually entering data. Let’s dive into the steps to set up this integration using Pabbly Connect.

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2. Setting Up Pabbly Connect for Automation

To start, you need to access Pabbly Connect. If you are a new user, sign up for a free account. Existing users can simply log in. Once logged in, navigate to the dashboard where you can create a new workflow.

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow (e.g., ‘Add IndiaMART Leads to Google Sheets’).
• Select a folder to organize your workflow.

After creating the workflow, you will set up a trigger that initiates the action. Choose IndiaMART as your trigger application and select the event ‘New Lead’ to capture inquiries automatically.

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3. Connecting IndiaMART to Pabbly Connect

Once you have set up the trigger, Pabbly Connect provides you with a webhook URL. This URL is crucial for connecting your IndiaMART account. Go to your IndiaMART seller account, navigate to the Lead Manager, and select ‘Import/Export Leads’.

Here’s how to complete the integration:

• Choose ‘Push API’ from the options.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the webhook URL you copied earlier.

After entering these details, generate an OTP to verify the connection. Once verified, your IndiaMART account will be successfully linked to Pabbly Connect.

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4. Testing the Automation with Pabbly Connect

Now that you have connected IndiaMART to Pabbly Connect, it’s time to test the automation. You can do this by submitting a test inquiry through your IndiaMART buyer account. This will help confirm that leads are being captured correctly.

Follow these steps to test:

Submit a new inquiry in your IndiaMART buyer account. Check the response in Pabbly Connect to ensure it captures the lead details. Verify that the lead details appear in your designated Google Sheets.

By successfully testing the automation, you can be confident that all future inquiries will be automatically added to your Google Sheets.

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5. Finalizing the Integration with Google Sheets

The final step in this automation process involves connecting Google Sheets to Pabbly Connect. Select Google Sheets as the action application and choose the action event ‘Add a New Row’. This will allow new inquiries to be added as rows in your spreadsheet.

To complete this setup:

Sign in to your Google Sheets account through Pabbly Connect. Select the spreadsheet where leads will be stored. Map the fields from the lead inquiry to the corresponding columns in Google Sheets.

After saving the configuration, your automation will be complete. From now on, every new lead from IndiaMART will automatically populate your Google Sheets.

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Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Google Sheets using Pabbly Connect. By automating this process, you can efficiently manage inquiries and enhance your trading business operations. This setup saves time and ensures you never miss an important lead.

Learn how to automate Xero invoice creation from Google Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Invoice Automation

In this section, we will explore how to use Pabbly Connect to automate the process of creating Xero invoices from Google Forms submissions. This integration eliminates manual effort and ensures accurate data handling. By leveraging Pabbly Connect, you can streamline your invoicing process effectively.

To get started, you need to access Pabbly Connect through its homepage. Simply type the URL in your browser and log in or sign up for a free account. Once logged in, you will have access to all the automation features available in Pabbly Connect.

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2. Creating the Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; a suitable name would be ‘Create Xero Invoice on Google Form Submission.’ Select the appropriate folder for organization, such as ‘Payment Management.’

• Click on ‘Create’ to proceed.
• You will see two sections: Trigger and Action.
• The Trigger is where you specify what starts the automation.

Here, you will select Google Forms as the trigger application and choose ‘New Response Received’ as the trigger event. This means that every time a new form is submitted, Pabbly Connect will capture that response and initiate the subsequent actions.

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3. Connecting Google Forms to Pabbly Connect

To establish the connection between Google Forms and Pabbly Connect, you will need to copy the provided webhook URL from Pabbly Connect. Next, navigate to your Google Form, and under the responses section, link it to a Google Sheet. This sheet will store all form responses.

Once linked, you can go to the Google Sheets and select ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ to install the Pabbly Connect Webhook add-on. After installation, refresh your sheet to see the Pabbly Connect option under extensions.

• Paste the webhook URL in the add-on settings.
• Set the trigger column to the last column of your data.

By doing this, every time a new response is submitted through Google Forms, the data will be sent to Pabbly Connect automatically for further processing.

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4. Setting Up the Action to Create Xero Invoices

After successfully connecting Google Forms to Pabbly Connect, it’s time to set up the action. Select Xero as the action application and choose ‘Create Invoice’ as the action event. You will be required to create a new connection to your Xero account by allowing Pabbly Connect access.

Once connected, you will be prompted to map the relevant fields from the Google Forms response to the Xero invoice fields. For instance, map the client’s name, email, business name, and selected service directly from the captured response. This dynamic mapping ensures that each invoice reflects the correct details based on the form submission.

Select the organization and type of invoice (sales invoice). Map the email address and invoice date appropriately. Use dynamic mapping for service codes based on the service selected.

This setup allows Pabbly Connect to generate invoices automatically in Xero whenever a Google Form is submitted, streamlining your invoicing process significantly.

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5. Testing the Integration and Conclusion

Once you have configured the action in Pabbly Connect, it’s crucial to test the integration. Submit a test response through your Google Form to ensure that the invoice is created in Xero. Check your Xero account to verify that the invoice reflects the correct details based on the submitted form.

If everything works as expected, you have successfully automated the invoice creation process using Pabbly Connect. This integration saves time and reduces errors associated with manual data entry, allowing you to focus on your business.

In conclusion, using Pabbly Connect to integrate Google Forms with Xero for automated invoice creation is a powerful solution for freelancers and businesses. It not only streamlines the invoicing process but also enhances accuracy and efficiency in financial management.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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Learn how to integrate Trigger with P Connect Now using Google Forms and Zoho Books to automate invoice creation. Follow our detailed tutorial for seamless setup. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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Setting Up Trigger with P Connect Now

To begin the integration process, we need to set up a P Connect Now workflow that will trigger whenever a new response is received in Google Forms. This is essential for automating the invoice creation process. First, open your browser and search for P Connect Now to access the landing page.

Once on the landing page, you can either sign in or sign up for a free account. After logging in, click on the ‘Create Workflow’ button and name your workflow. Select a folder for saving your workflow, and then click on ‘Create’ to move to the next step of setting up your trigger.

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Connecting Google Forms to P Connect Now

Now that we have our workflow set up, the next step is to connect Google Forms to P Connect Now. This connection allows us to automate the process of creating invoices in Zoho Books based on form submissions. Start by selecting Google Forms as your trigger application.

• Choose ‘New Response Received’ as the trigger event.
• Copy the provided VAB URL, which will act as a bridge between Google Forms and P Connect Now.
• Go to your Google Form and link it to a Google Sheets spreadsheet for response collection.

After connecting the spreadsheet, ensure that every new form submission will automatically populate a new row in the Google Sheets. This setup is crucial for the subsequent steps in the automation process.

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Configuring Zoho Books with P Connect Now

With Google Forms connected, the next task is to configure Zoho Books within the P Connect Now workflow. This will enable the automatic creation of invoices based on the data received from Google Forms. Start by adding an action step and selecting Zoho Books as your action application.

Choose ‘Create Contact’ as your action event. You will need to connect Zoho Books to P Connect Now by providing your domain name from your Zoho Books account. Once connected, fill in the required details such as customer name, email, and phone number, which you will map from the Google Forms response.

• Map the customer name from the form response to the contact name in Zoho Books.
• Specify the customer type as individual or business as applicable.
• Set the language code and currency ID for the customer.

Once all details are mapped correctly, proceed to save the configuration. This will allow P Connect Now to automatically create a new customer in Zoho Books based on each new Google Form submission.

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Creating Invoices in Zoho Books

After successfully creating a contact in Zoho Books, the next step is to create an invoice for that customer using the details captured from the Google Forms submission. Again, add an action step and select Zoho Books, this time choosing ‘Create Sales Invoice’ as your action event. using Pabbly Connect

Ensure that you map the customer ID from the previous step to this invoice creation step. Additionally, fill out the line item details such as product name and quantity, which should also be mapped from the Google Forms response. You may need to use P Connect’s text formatter tool to extract specific details like unit price from the product name.

Map the line item name to the product name received from Google Forms. Set the line item rate based on the product price mapped from the previous responses. Select the appropriate exchange rate and ensure the GST fields are filled out if required.

Once all details are accurately filled, save your settings. This will ensure that every time a new order is placed via Google Forms, an invoice will be automatically generated in Zoho Books.

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Final Steps and Testing the Integration

After completing the setup, it’s essential to test the integration to ensure everything works smoothly. Start by submitting a test order through your Google Form. This will trigger the workflow you created in P Connect Now and should lead to the creation of a new customer and an invoice in Zoho Books.

Check your Google Sheets to confirm that the new form submission has been recorded. Then, navigate to Zoho Books to verify that the new customer and invoice have been created successfully. This end-to-end testing will confirm that your automation setup is functioning as expected.

In conclusion, the integration between Trigger and P Connect Now allows you to automate the process of creating invoices in Zoho Books based on Google Forms submissions. By following the steps outlined in this tutorial, you can streamline your order processing and reduce manual errors, making your workflow more efficient.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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Learn how to create a subscriber in Pabbly Email Marketing seamlessly through FlexiFunnels purchases using Pabbly Email Marketing. Follow this step-by-step guide for automation. Create professional email campaigns that convert subscribers into customers with beautiful templates and powerful automation capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Email Marketing for Integration

To create a subscriber in Pabbly Email Marketing through FlexiFunnels purchases, begin by accessing your Pabbly Email Marketing account. This platform is essential for managing your email lists and automating subscriber creation when a purchase is made.

Once logged in, ensure you have a list ready for new subscribers. Using Pabbly Connect, you will automate the process of adding customers as subscribers whenever they make a purchase through FlexiFunnels.

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2. Setting Up Pabbly Connect for Automation

Next, you need to set up Pabbly Connect to facilitate the integration between FlexiFunnels and Pabbly Email Marketing. Start by signing into your Pabbly Connect account, where you can create a new workflow.

• Click on the ‘Create Workflow’ button.
• Name your workflow, such as ‘Create a Subscriber in Pabbly Email Marketing on FlexiFunnels Purchase’.
• Select the appropriate folder for saving your workflow.

After completing these steps, click on the ‘Create’ button to finalize your workflow setup. This workflow will define the automation process between FlexiFunnels and Pabbly Email Marketing.

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3. Configuring the Trigger Event in Pabbly Connect

In this step, you will configure the trigger event that will initiate the automation. Select FlexiFunnels as the trigger application and choose ‘New Purchase’ as the trigger event. This means that whenever a new purchase is made in FlexiFunnels, it will trigger the action in Pabbly Email Marketing.

To proceed, you will need to copy the webhook URL provided by Pabbly Connect. This URL will be used to connect FlexiFunnels with Pabbly Connect. Log into your FlexiFunnels account, go to the product settings, and set the webhook URL to the one you copied.

• Navigate to the product you want to track.
• Set rules and select ‘Product is Purchased’.
• Paste the webhook URL and save the changes.

Once the webhook is set, you can test the connection by making a dummy purchase in FlexiFunnels. This will allow you to verify if the trigger is working correctly with Pabbly Email Marketing.

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4. Defining the Action Step in Pabbly Connect

After successfully setting the trigger, the next step is to define the action that will occur in Pabbly Email Marketing. Select Pabbly Email Marketing as the action application and choose ‘Add Subscriber’ as the action event. This ensures that every new purchase will automatically add the customer as a subscriber.

To connect Pabbly Email Marketing with Pabbly Connect, you will need to provide an API token. Access the developer API section in Pabbly Email Marketing to retrieve this token and paste it into the appropriate field in Pabbly Connect.

Select the subscriber list you want to add customers to. Map the email and name fields from the previous step. Click on ‘Save and Send Test Request’ to finalize the setup.

Once this action step is configured, every time a new purchase is made, the customer’s details will be automatically added to your subscriber list in Pabbly Email Marketing.

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5. Verifying the New Subscriber in Pabbly Email Marketing

Finally, it’s important to verify that the automation works as expected. After setting up the action step, go back to your Pabbly Email Marketing account and check the subscriber list you configured. You should see the new subscriber added following the test purchase.

This process confirms that the integration between FlexiFunnels and Pabbly Email Marketing via Pabbly Connect is functioning correctly. If the subscriber appears in your list, it means your automation setup was successful.

By automating this process, you save time and reduce the risk of errors associated with manual entry. Now, every new purchase from FlexiFunnels will seamlessly create a subscriber in your Pabbly Email Marketing account.

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Conclusion

This tutorial demonstrated how to create a subscriber in Pabbly Email Marketing using Pabbly Connect to automate the process through FlexiFunnels purchases. By following these steps, you can streamline your email marketing efforts and enhance customer engagement.

Learn how to automate Wix Forms submissions to Riggy with Pabbly Connect. Step-by-step instructions for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Integration

To begin integrating Wix Forms with Riggy, you need to set up Pabbly Connect. First, sign up for a free account on the Pabbly Connect website. This platform allows you to create automation workflows between different applications, making the integration process seamless.

Once you have created your account and logged into the dashboard, click on the ‘Create Workflow’ button. Name the workflow (e.g., ‘Wix Form to Riggy’) and select the appropriate folder. This naming helps you identify your workflow later. After clicking ‘Create’, you will see the workflow interface with trigger and action windows.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set the trigger for your workflow using Pabbly Connect. Click on the trigger window and search for ‘Wix Forms’. Select it and choose the trigger event as ‘New Form Submission’ from the dropdown menu. This will allow Pabbly Connect to listen for new submissions.

• Select ‘Wix Forms’ as the app.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Wix site editor. Navigate to the automation section and create a new automation. Choose to start from scratch, select Wix Forms as the trigger, and specify the form that will send data to Pabbly Connect. Paste the copied webhook URL in the target URL section and activate the automation.

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3. Testing the Wix Form Submission

Now that you have set up the trigger, it’s time to test the integration using Pabbly Connect. Fill out the Wix form with test data, such as a name, email, and phone number. Once you submit the form, Pabbly Connect will receive this data through the webhook.

After submission, return to your Pabbly Connect workflow. You should see that a response has been captured in the trigger step, indicating that the form data has been successfully received. This confirms that the first part of your automation is set up correctly.

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4. Setting Up the Action to Enroll Users in Riggy

The next step involves configuring the action in Pabbly Connect to enroll users in Riggy. In the action window, search for ‘Riggy’ and select it. Choose the action event as ‘Import User’ and click on connect to set up your Riggy account.

• Select ‘Riggy’ as the app.
• Choose ‘Import User’ as the action event.
• Enter the API token from your Riggy account.

After connecting your account, map the fields from the trigger step to the action step. This includes the user’s full name, email, and phone number. Also, specify the product hash for the course you want to enroll the user in. Finally, select whether or not to send an email notification to the user upon enrollment.

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5. Final Testing of the Automation

With everything set up, perform a final test of your automation using Pabbly Connect. Submit another test entry in your Wix form. After submission, check your Riggy account to confirm that the user has been added successfully.

This confirms that the entire automation workflow is functioning as intended. You can now automate the process of enrolling users in Riggy whenever a new form submission is received in Wix Forms. Enjoy the benefits of seamless integration and automation!

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Conclusion

In this tutorial, we explored how to integrate Wix Forms with Riggy using Pabbly Connect. By following the steps outlined, you can automate user enrollment effectively. This integration enhances efficiency and saves time in managing form submissions.

Learn how to integrate Zoho Forms with Riggy using Pabbly Connect for seamless automation. Follow our detailed guide for a step-by-step setup. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for the Integration

To start integrating Zoho Forms with Riggy, you first need to set up Pabbly Connect. This platform allows you to create automation workflows efficiently. Begin by signing up for a free account on Pabbly Connect, which takes just a few minutes.

Once logged into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Zoho Forms to Riggy’. Select the appropriate folder in your Pabbly Connect account and click ‘Create’ to proceed.

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2. Connecting Zoho Forms to Pabbly Connect

Now, you will connect your Zoho Forms to Pabbly Connect. In the trigger window of your workflow, search for Zoho Forms and select it. Choose ‘New Form Submitted’ as the trigger event. This step is crucial as it initiates the automation process whenever a new form is submitted.

• Select Zoho Forms as the application.
• Choose ‘New Form Submitted’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Zoho Forms account. In the form builder, go to the ‘Integration’ section and select ‘Webhooks’. Click on ‘Configure Webhook’ and paste the copied webhook URL into the designated field. This setup allows Zoho Forms to send form submissions directly to Pabbly Connect.

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3. Mapping Form Fields from Zoho to Pabbly Connect

After configuring the webhook, you need to map the form fields in Zoho Forms to the corresponding fields in Pabbly Connect. This step ensures that the data from the form submission is correctly captured and sent to Riggy.

In the webhook setup, specify the fields you want to send, such as name, email, and phone number. You can either enter these manually or use the ‘Auto Map Fields’ feature for convenience. Ensure that the content type is set to ‘application/json’. Once done, click ‘Save’ to finalize your setup.

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4. Enrolling Users in Riggy through Pabbly Connect

With the Zoho Forms connected, the next step is to set up the action in Pabbly Connect to enroll users in Riggy. In the action step, search for Riggy and select it. Choose ‘Import User’ as the action event, which will allow you to add users based on the form submissions.

To connect your Riggy account, you will need to enter your API key. Navigate to your Riggy account, go to ‘Integrations’, and find the API key. Copy this key and paste it into Pabbly Connect to establish the connection. After saving, map the user details from the Zoho Forms trigger to the corresponding fields in Riggy.

• Map the full name, email, and phone number fields.
• Enter the product hash for the course you want to enroll the user in.
• Specify the validity period for course access.

Once all fields are mapped, click on ‘Save and Send Test Request’ to verify that the user is enrolled successfully in Riggy. If everything is set up correctly, you will receive a confirmation response.

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5. Testing the Integration in Real-Time

Now that you have set up the integration, it’s time to test the workflow. Go back to your Zoho Forms and make a test submission. Enter a name, email, and phone number, then click ‘Submit’. This action should trigger the workflow in Pabbly Connect and send the data to Riggy.

Check your Riggy account to confirm that the user has been added. You should see the details of the new user reflecting in your account, confirming that the integration is functioning as intended. This real-time testing validates the successful setup of your automation.

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Conclusion

Integrating Zoho Forms with Riggy using Pabbly Connect streamlines the enrollment process for courses. By following the steps outlined in this guide, you can automate user registrations efficiently and improve your workflow.

Learn how to integrate Cognito Forms with Zoho Campaigns using Pabbly Connect to automate subscriber management seamlessly. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with Zoho Campaigns, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ into your browser. If you are a new user, click on ‘Sign up for free’ to create an account, which provides you with 100 free tasks monthly.

After signing in, you will see the Pabbly Connect dashboard. Here, you can create and manage all your workflows. To initiate the integration process, click on the ‘Create Workflow’ button to set up a new workflow specifically for adding or updating Zoho Campaign subscribers based on Cognito form submissions.

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2. Creating a Workflow in Pabbly Connect

In your new workflow, you will need to name it appropriately. For this integration, you can name it ‘Add or Update Zoho Campaign Subscriber on Cognito Form Submission’. Select the folder where you want to save this workflow. After naming, click on ‘Create’. This will set up the framework for your workflow. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Name your workflow and select a folder.
• Click ‘Create’ to finalize the setup.

Now, you will see two sections: one for the trigger and another for the action. The trigger will be set to Cognito Forms, which will initiate the workflow when a new form submission occurs. The action will be set to Zoho Campaigns, where the subscriber will be added or updated automatically.

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3. Connecting Cognito Forms to Pabbly Connect

The next step is to connect Cognito Forms with Pabbly Connect. Select Cognito Forms as your trigger application and choose ‘New Entry’ as the trigger event. You will receive a webhook URL from Pabbly Connect, which you need to use in your Cognito Forms account to establish the connection.

Go to your Cognito Forms account, select the form you wish to connect, and navigate to the settings where you can add a webhook URL. Paste the provided URL from Pabbly Connect into the webhook field. Ensure to toggle on the option to ‘Post JSON data to a website’ and click ‘Save’. This action will link your Cognito Forms to Pabbly Connect, enabling it to send submissions automatically.

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4. Setting Up Zoho Campaigns in Pabbly Connect

After successfully connecting Cognito Forms, the next step involves setting up Zoho Campaigns as the action application in Pabbly Connect. Select Zoho Campaigns and choose ‘Add or Update Subscriber’ as the action event. You will need to connect your Zoho account by entering the domain associated with your Zoho account.

• Select Zoho Campaigns as the action application.
• Choose ‘Add or Update Subscriber’ as the action event.
• Connect your Zoho account by entering the domain.

Once connected, you will be prompted to map the fields from the form submission to the subscriber details in Zoho Campaigns. This includes the email address, first name, last name, and other relevant fields. It is crucial to use the mapping feature to ensure that new submissions are dynamically updated in your Zoho Campaigns list.

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5. Testing the Integration

To finalize your integration, you need to test it. Submit a test entry through your Cognito form. After submission, return to Pabbly Connect to check if the webhook response is received successfully. If the connection is working, you will see the test data reflected in the Pabbly Connect dashboard.

Once confirmed, check your Zoho Campaigns account to ensure that the new subscriber has been added. You should receive a confirmation email, and upon clicking the confirmation link, the subscriber will be fully integrated into your Zoho Campaigns list.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In summary, this tutorial has guided you through the process of integrating Cognito Forms with Zoho Campaigns using Pabbly Connect. By following these steps, you can automate the addition and updating of subscribers in your Zoho Campaigns account seamlessly.